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VanEck Morningstar SMID Moat ETF

102 hedge funds and large institutions have $284M invested in VanEck Morningstar SMID Moat ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 46 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

8.97% less ownership

Funds ownership: 76.3%67.33% (-9%)

35% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 46

Holders
102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TPG Advisors
Illinois
$2.17M
SI
27
Stephens Inc
Arkansas
$1.91M
SPIA
28
Steward Partners Investment Advisory
New York
$1.79M
Stifel Financial
29
Stifel Financial
Missouri
$1.78M
FFA
30
First Foundation Advisors
California
$1.73M
BFA
31
Brown Financial Advisors
Ohio
$1.72M
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.15M
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.1M
SFPG
34
Stonebridge Financial Planning Group
Florida
$1.09M
HighTower Advisors
35
HighTower Advisors
Illinois
$960K
AWA
36
Acorn Wealth Advisors
Michigan
$902K
MFS
37
Mattson Financial Services
Michigan
$887K
FFG
38
First Financial Group
North Carolina
$887K
PWP
39
Pursue Wealth Partners
California
$831K
WIC
40
Woodmont Investment Counsel
Tennessee
$819K
CFS
41
Coordinated Financial Services
Colorado
$805K
PW
42
Paladin Wealth
Minnesota
$799K
ATC
43
Argent Trust Co
Tennessee
$785K
SFS
44
Stiles Financial Services
Minnesota
$774K
EH
45
Equitable Holdings
New York
$767K
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$766K
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$716K
LWA
48
Lowe Wealth Advisors
Maryland
$698K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$660K
IF
50
IRON Financial
Illinois
$654K